PCNBX Mutual Fund

NAV$23.55

Returns Overview

1 Month
+1.58%
3 Months
+4.95%
6 Months
+6.39%
YTD
+6.87%
1 Year
+11.12%
3 Years (annualized)
-2.65%
5 Years (annualized)
+8.07%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCNBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+6.99%
vs Peers
-0.12%

PCNBX Mutual Fund Performance

PCNBX performance across multiple time periods: 1-month 1.58%, YTD 6.87%, 1-year 11.12%, 3-year -2.65%, 5-year 8.07%, 10-year 5.98%.

PCNBX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

PCNBX performance comparison shows side-by-side returns with another fund. PCNBX alternatives are available in the Mutual Fund Screener.